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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $515,898 | $133,981+285.1% | $112,249+359.6% | $134,532+283.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -15.31% | 47.16%-62.5pp | 27.48%-42.8pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,409 | $4,040-65.1% | $3,636-61.2% | $4,741-70.3% |
| Participant deferral / active EE | $10,800 | $5,292+104.1% | $4,729+128.4% | $6,401+68.7% |
| Admin fee / account holder | $1,312 | $7,492-82.5% | $6,412-79.5% | $11,429-88.5% |